Filed March 29, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,002,359 |
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $71,078 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $29,900 |
CITIBANK1 year Service code 27 399 PARK AVENUE · NEW YORK CITY, NY 10043 | Advisory (Plan) | $26,516 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL Service code 18 · EIN 35-7085469 | Custodial (other than securities); In... | $23,183 |
VEDDER PRICE3+ years Filed as: VEDDER, PRICE, KAUFMAN & KAMMHOLZ Service code 29 · EIN 36-2216929 | Legal | $20,340 |
BLACKROCK1 year Service code 27 40 EAST 52ND STREET · NEW YORK, NY 10022 | Advisory (Plan) | $9,763 |
WELLINGTON TRUST COMPANY1 year Service code 27 28 CONGRESS STREET · BOSTON, MA 02210 | Advisory (Plan) | $5,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | 0.47% | 7.01%-6.5pp | 12.68%-12.2pp | 0.19%+0.3pp |
| Employer contribution / active EE | $8,468 | $12,638-33.0% | $22,860-63.0% | $13,763-38.5% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |